Remote Tax Specialist

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Fri, Oct 15, 2021

Job Summary

A financial company is searching for a person to fill their position for a Remote Tax Specialist.

Must be able to:

  • Review and identify problems/inefficiencies and opportunities for client portfolios, estates and tax situations
  • Work with internal Estate Planning Strategist on tax, wealth transfer matters, charitable giving, and extensive one-off transaction strategies
  • Help connect and build out a national CPA and tax specialist network

Qualifications Include:

  • 4+ Years of HNW tax experience
  • Experience with Tax Planning Technologies
  • Advanced research skills to assist in providing possible solution for complex client issues

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